WR Wealth Planners, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, WR Wealth Planners, LLC opened 54 positions, added to 253, reduced 222, sold out of 52 and left 203 unchanged. The largest increase in value was AMZN (+$1,090,429); the largest decrease was NVDA (-$1,188,419).
- JEF: Country of operation United States; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 9,017.
- ANET: Country of operation United States; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 4,986.
- APTV: Country of operation —; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 8,822.
- LW: Country of operation United States; Class Stock; Shares 2024-09-30 0; Shares 2024-12-31 1,717.
Two Form 13F-HR filings compared (SEC CIK 2031978): 2024-09-30 (filed 2024-10-17) and 2024-12-31 (filed 2025-02-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
JEF
JEFFERIES FINL GROUP INC COM | United States | Stock | 0 | 9,017 | +9,017 | $0 | $706,933 | +$706,933 |
|---|
ANET
ARISTA NETWORKS INC COM SHS | United States | Stock | 0 | 4,986 | +4,986 | $0 | $551,103 | +$551,103 |
|---|
APTV
APTIV PLC COM SHS | | Stock | 0 | 8,822 | +8,822 | $0 | $533,555 | +$533,555 |
|---|
LW
LAMB WESTON HLDGS INC COM | United States | Stock | 0 | 1,717 | +1,717 | $0 | $114,747 | +$114,747 |
|---|
CSWC
CAPITAL SOUTHWEST CORP COM | United States | CEF | 0 | 1,000 | +1,000 | $0 | $21,820 | +$21,820 |
|---|
AUR
AURORA INNOVATION INC CLASS A COM | United States | Stock | 0 | 2,000 | +2,000 | $0 | $12,600 | +$12,600 |
|---|
LRCX
LAM RESEARCH CORP COM NEW | United States | Stock | 0 | 133 | +133 | $0 | $9,607 | +$9,607 |
|---|
APP
APPLOVIN CORP COM CL A | United States | Stock | 0 | 22 | +22 | $0 | $7,124 | +$7,124 |
|---|
DCI
DONALDSON INC COM | United States | Stock | 0 | 59 | +59 | $0 | $3,974 | +$3,974 |
|---|
EXE
EXPAND ENERGY CORPORATION COM | United States | Stock | 0 | 33 | +33 | $0 | $3,285 | +$3,285 |
|---|
NET
CLOUDFLARE INC CL A COM | United States | Stock | 0 | 30 | +30 | $0 | $3,230 | +$3,230 |
|---|
BANF
BANCFIRST CORP COM | United States | Stock | 0 | 23 | +23 | $0 | $2,695 | +$2,695 |
|---|
SSBXXXX
SOUTHSTATE CORPORATION COM | United States | Stock | 0 | 26 | +26 | $0 | $2,586 | +$2,586 |
|---|
BTDR
BITDEER TECHNOLOGIES GROUP CL A ORD SHS | | Stock | 0 | 100 | +100 | $0 | $2,167 | +$2,167 |
|---|
SG
SWEETGREEN INC COM CL A | United States | Stock | 0 | 67 | +67 | $0 | $2,148 | +$2,148 |
|---|
DINO
HF SINCLAIR CORP COM | United States | Stock | 0 | 60 | +60 | $0 | $2,103 | +$2,103 |
|---|
ULTA
ULTA BEAUTY INC COM | United States | Stock | 0 | 4 | +4 | $0 | $1,740 | +$1,740 |
|---|
CRSP
CRISPR THERAPEUTICS AG NAMEN AKT | | Stock | 0 | 42 | +42 | $0 | $1,653 | +$1,653 |
|---|
KEYS
KEYSIGHT TECHNOLOGIES INC COM | United States | Stock | 0 | 10 | +10 | $0 | $1,606 | +$1,606 |
|---|
NU
NU HLDGS LTD ORD SHS CL A | | Stock | 0 | 126 | +126 | $0 | $1,305 | +$1,305 |
|---|
NNE
NANO NUCLEAR ENERGY INC COM | United States | Stock | 0 | 50 | +50 | $0 | $1,245 | +$1,245 |
|---|
ETR
ENTERGY CORP NEW COM | United States | Stock | 0 | 16 | +16 | $0 | $1,213 | +$1,213 |
|---|
CDE
COEUR MNG INC COM NEW | United States | Stock | 0 | 200 | +200 | $0 | $1,144 | +$1,144 |
|---|
VIK
VIKING HOLDINGS LTD ORD SHS | United States | Stock | 0 | 25 | +25 | $0 | $1,102 | +$1,102 |
|---|
CYBR
CYBERARK SOFTWARE LTD SHS | | Stock | 0 | 3 | +3 | $0 | $999 | +$999 |
|---|
LH
LABCORP HOLDINGS INC COM SHS | United States | Stock | 0 | 4 | +4 | $0 | $917 | +$917 |
|---|
LYV
LIVE NATION ENTERTAINMENT INC COM | United States | Stock | 0 | 7 | +7 | $0 | $907 | +$907 |
|---|
AXON
AXON ENTERPRISE INC COM | United States | Stock | 0 | 1 | +1 | $0 | $594 | +$594 |
|---|
SYM
SYMBOTIC INC CLASS A COM | United States | Stock | 0 | 25 | +25 | $0 | $593 | +$593 |
|---|
SEI
SOLARIS ENERGY INFRAS INC COM CL A | United States | Stock | 0 | 18 | +18 | $0 | $518 | +$518 |
|---|
WTTR
SELECT WATER SOLUTIONS INC CL A COM | United States | Stock | 0 | 36 | +36 | $0 | $477 | +$477 |
|---|
PRMB
PRIMO BRANDS CORPORATION CLASS A COM SHS | United States | Stock | 0 | 14 | +14 | $0 | $431 | +$431 |
|---|
CVNA
CARVANA CO CL A | United States | Stock | 0 | 2 | +2 | $0 | $407 | +$407 |
|---|
DORM
DORMAN PRODS INC COM | United States | Stock | 0 | 3 | +3 | $0 | $389 | +$389 |
|---|
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A | United States | Stock | 0 | 2 | +2 | $0 | $353 | +$353 |
|---|
L
LOEWS CORP COM | United States | Stock | 0 | 4 | +4 | $0 | $339 | +$339 |
|---|
EXPD
EXPEDITORS INTL WASH INC COM | United States | Stock | 0 | 3 | +3 | $0 | $332 | +$332 |
|---|
MD
PEDIATRIX MEDICAL GROUP INC COM | United States | Stock | 0 | 25 | +25 | $0 | $328 | +$328 |
|---|
CNR
CORE NATURAL RESOURCES INC COM SHS | United States | Stock | 0 | 3 | +3 | $0 | $320 | +$320 |
|---|
NTRA
NATERA INC COM | United States | Stock | 0 | 2 | +2 | $0 | $317 | +$317 |
|---|
TK
TEEKAY CORPORATION LTD SHS | | Stock | 0 | 45 | +45 | $0 | $312 | +$312 |
|---|
SMCI
SUPER MICRO COMPUTER INC COM NEW | United States | Stock | 0 | 10 | +10 | $0 | $305 | +$305 |
|---|
SXC
SUNCOKE ENERGY INC COM | United States | Stock | 0 | 27 | +27 | $0 | $289 | +$289 |
|---|
XPO
XPO INC COM | United States | Stock | 0 | 2 | +2 | $0 | $262 | +$262 |
|---|
PODD
INSULET CORP COM | United States | Stock | 0 | 1 | +1 | $0 | $261 | +$261 |
|---|
HBI
HANESBRANDS INC COM | United States | Stock | 0 | 30 | +30 | $0 | $244 | +$244 |
|---|
TNK
TEEKAY TANKERS LTD CL A | | Stock | 0 | 6 | +6 | $0 | $239 | +$239 |
|---|
AMTM
AMENTUM HOLDINGS INC COM | United States | Stock | 0 | 11 | +11 | $0 | $231 | +$231 |
|---|
APOG
APOGEE ENTERPRISES INC COM | United States | Stock | 0 | 3 | +3 | $0 | $214 | +$214 |
|---|
OPEN
OPENDOOR TECHNOLOGIES INC COM | United States | Stock | 0 | 58 | +58 | $0 | $93 | +$93 |
|---|
QSIAW
QUANTUM SI INC WT EXP 061026 | United States | Stock | 0 | 66 | +66 | $0 | $83 | +$83 |
|---|
CTXR
CITIUS PHARMACEUTICALS INC COM | United States | Stock | 0 | 4 | +4 | $0 | $16 | +$16 |
|---|
WD
WALKER & DUNLOP INC COM | United States | Stock | 0 | 0 | 0 | $0 | $12 | +$12 |
|---|
KNSL
KINSALE CAP GROUP INC COM | United States | Stock | 0 | 0 | 0 | $0 | $3 | +$3 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |